Broker Check


Personal Financial Planning

Personal financial planning is more than just investments and products.  At JFL Total Wealth Management, it is a personal, 360-degree process that includes a comprehensive review of tax strategies, estate plans, investment strategies, retirement goals and protection/insurance coverage. 

The road to retirement should not be a leap of faith.  Strategic financial planning—the kind JFL specializes in—means you have a diversified and comprehensive wealth management plan that allows you to soar, not free fall, in retirement.

Corporate Retirement Plans

Corporate retirement plans are complex; working with a qualified advisor can help you make the most of yours. With 22 years of experience working with New Jersey-based businesses, we are an seasoned partner that can help you navigate the choices and regulations to maximize your plan’s value for you and your employees.



How Can We Help? 

Thank you! Oops!